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Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Stephens & Atlassian Williams F1 Team

Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Our Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.

Insurance

Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Stephens Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

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Showing 4643 search results
  • Investment Banking

    <strong>Village Bakery has been acquired by Groupe Menissez</strong>

    Village Bakery
  • Investment Banking

    WELSCO Has Been Acquired By nexAir, A Subsidiary Of Linde

    WELSCO
  • Insurance

    United Benefit Advisors has released its 2024 Employee Benefits Trends Report, which offers an insightful analysis of national trends in employer-sponsored employee benefits plans segmented by region, state, industry, and business size. This report empowers clients to benchmark their employee benefits programs against competitors, enabling them to develop strategic, data-driven employee benefits programs to attract and retain top talent.

    2024 Trends Report: Employee Benefits Benchmarking
  • Public Finance

    Unlimited Tax School Building Bonds, Series 2024 | $19,950,000 | 07/16/2024

  • Institutional Equities and Research

    Jim Salera, analyst at Stephens, joins BNN Bloomberg to share his top picks in packaged food and beverage.

    Hot Picks in Packaged Food And Beverage | BNN Bloomberg
  • Fixed Income Sales & Trading

    The Labor Department reported that <strong>initial jobless claims</strong> climbed last week as automakers shut down plants for maintenance. The bigger concern is a surge in continuing claims that reached the highest level since November 2021, as nine straight weeks of increases indicate unemployed workers are struggling to find new jobs. First time claims in regular state programs recorded 238,000 for the week ending June 29th after the prior week’s report of 234,000. The four-week moving average climbed to 238,500 from 236,250 the prior week. Continuing claims, which include people who have received unemployment benefits for a week or more, gained 26,000 to 1,858,000 for the week ending June 22nd. The insured unemployment rate, the number of people currently receiving unemployment insurance as a percentage of the labor force, remained at 1.2%.

    Weekly Economic Review | July 8, 2024
  • Fixed Income Sales & Trading

    The Labor Department reported that <strong>initial jobless claims</strong> edged lower last week after a sharp climb earlier in June. The data of the past few weeks have been signaling incremental labor market weakness, albeit from a position of extreme strength. First time claims in regular state programs recorded 233,000 for the week ending June 22nd after the prior week’s report of 239,000. The four-week moving average climbed to 236,000 from 233,000 the prior week. Continuing claims, which include people who have received unemployment benefits for a week or more, gained 18,000 to 1,839,000 for the week ending June 15th. This is the highest level of recurring applications since the end of 2021. The insured unemployment rate, the number of people currently receiving unemployment insurance as a percentage of the labor force, remained at 1.2%.

    Weekly Economic Review | July 1, 2024
  • Corporate

    Six inaugural members of QXO’s board of directors have been selected: ...Mary Kissel—<strong>Kissel is executive vice president and senior policy advisor with Stephens Inc</strong>.

    QXO Announces Leadership Team and Board of Directors | Stockhouse
  • Corporate

    In the mid-20th century Samuel Beckett wrote the play “Waiting for Godot” in which the two main characters endlessly await Godot’s arrival. But Godot never comes. In recent months, economists, Fed watchers and other pundits have been sitting by their Bloomberg terminals “Waiting for Rate Cut” which has yet to come.

    Second Half 2024 Viewpoint
  • Corporate

    In the mid-20th century Samuel Beckett wrote the play “Waiting for Godot” in which the two main characters endlessly await Godot’s arrival. But Godot never comes. In recent months, economists, Fed watchers and other pundits have been sitting by their Bloomberg terminals “Waiting for Rate Cut” which has yet to come.

    Second Half 2024 Viewpoint copy